Tag

CRM automation

3 articles tagged with "CRM automation"

Automated Customer Testimonials: The Complete Guide for Small Businesses

Automated customer testimonials explained: workflows, triggers, tools and timing to collect social proof on autopilot, and how to use every quote you gather.

Jonny Rowse · 17 Jul 2026 · 8 min read

Marketing Automation

How to Automate Client Testimonial Requests with Your CRM

Set up automated client testimonial requests in your CRM so you collect social proof consistently without chasing clients manually.

Zubair Hasan · 12 Apr 2026 · 11 min read

Communication

How to Improve Client Response Times with Your CRM

Practical ways to use your CRM to respond to clients faster, reduce missed messages, and build trust through consistent, timely communication.

Jonny Rowse · 14 Mar 2026 · 11 min read